Customer Service Rep II - 4-40 License
- Employer
- Bankers Financial Corporation
- Location
- Saint Petersburg, Florida
- Salary
- Compensation based on experience
- Posted
- Sep 13, 2018
- Closes
- Nov 12, 2018
- Category
- Customer Service, Sales, Underwriting
- Job Type
- Full Time
- Career Level
- Experienced (Non-Manager)
Summary/Objective
Assists sales agents with daily policy activities such as making calls to insurance companies to gather information or request changes to policies, check for payments and answer incoming calls from the insured and lenders as well. Keeps insured records up to date and does any follow up needed to ensure the customer is satisfied.
Essential Functions
- Answer incoming calls
- Process endorsements
- Import and distribute leads
- Sort/distribute incoming mail
- Complete renewal spreadsheets
- Make sure all records are up to date
- Process payments
- Handle customer concerns/complaints/issues
- Interpret and explain coverage to clients
- Physical attendance is required at worksite
Position Type/Expected Hours of Work
Full-time position, expected to work M-F 8a-5p in office.
Travel
Minimal, if any
Required Education and Experience
Prior Independent Agency experience.
Preferred Education and Experience
Bachelor’s degree.